Cascade Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cascade Financial Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Sell	5,744 -180	-3%	-$51.6K	0.15%	93
2026 Q1	$1.55M	Buy	5,924 +44	+0.7%	+$11.9K	0.16%	92
2025 Q4	$1.52M	Hold	5,880	–	–	0.15%	94
2025 Q3	$1.5M	Sell	5,880 -14	-0.2%	-$3.47K	0.17%	89
2025 Q2	$1.4M	Buy	5,894 +193	+3%	+$43.1K	0.17%	90
2025 Q1	$1.26M	Sell	5,701 -69	-1%	-$16.5K	0.16%	96
2024 Q4	$1.39M	Sell	5,770 -9	-0.2%	-$2.21K	0.18%	83
2024 Q3	$1.38M	Hold	5,779	–	–	0.17%	83
2024 Q2	$1.26M	Sell	5,779 -488	-8%	-$107K	0.17%	82
2024 Q1	$1.36M	Buy	+6,267	New	+$1.35M	0.2%	75

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cascade Financial Partners's VB Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3% in Q2 2026, selling an estimated $51.6K and leaving 5,744 shares worth $1.74M. The position accounts for 0.15% of the portfolio, ranked #93.

Cascade Financial Partners first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cascade Financial Partners held 5,744 shares of Vanguard Morningstar Small-Cap ETF worth $1.74M as of Q2 2026.
Cascade Financial Partners sold 180 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $51.6K.
Vanguard Morningstar Small-Cap ETF made up 0.15% of Cascade Financial Partners's portfolio in Q2 2026, its #93 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.